Latest Institutional Purchases of Southern CO (SO)
This list provides information on the latest institutional transactions involving Southern CO (SO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.58KNew |
$292K - $337K
|
3.58K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.53KNew |
$288K - $332K
|
3.53K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.45K+ 11.76% |
$281K - $325K
|
32.8K
$3.06M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.14KNew |
$256K - $296K
|
3.14K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.11KNew |
$253K - $293K
|
3.11K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.9KNew |
$237K - $273K
|
2.9K
$271K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.89KNew |
$236K - $272K
|
2.89K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.83KNew |
$230K - $266K
|
2.83K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.75KNew |
$224K - $259K
|
2.75K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.72KNew |
$222K - $256K
|
2.72K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$221K - $256K
|
2.72K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.71KNew |
$221K - $255K
|
2.71K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.69KNew |
$219K - $253K
|
2.69K
$251K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.68K+ 12.04% |
$219K - $253K
|
25K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.66KNew |
$217K - $250K
|
2.66K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.57KNew |
$210K - $242K
|
2.57K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.54KNew |
$207K - $239K
|
2.54K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.51KNew |
$204K - $236K
|
2.51K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
2.5KNew |
$204K - $235K
|
2.5K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.47KNew |
$202K - $233K
|
2.47K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.47KNew |
$201K - $232K
|
2.47K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.41K+ 4.06% |
$197K - $227K
|
61.8K
$5.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
2.41K+ 10.83% |
$196K - $227K
|
24.6K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.35K+ 23.29% |
$191K - $221K
|
12.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.09K+ 52.24% |
$170K - $197K
|
6.09K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.93KNew |
$158K - $182K
|
1.93K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.8KNew |
$146K - $169K
|
1.8K
$168K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.78KNew |
$145K - $167K
|
1.78K
$166K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.56K+ 21.05% |
$127K - $146K
|
8.95K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.5K+ 45.8% |
$122K - $141K
|
4.78K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.4K+ 13.13% |
$114K - $132K
|
12.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.36KNew |
$111K - $128K
|
1.36K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 6.91% |
$109K - $125K
|
20.6K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.28KNew |
$104K - $120K
|
1.28K
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.15KNew |
$94.1K - $109K
|
1.15K
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.07KNew |
$87K - $101K
|
1.07K
$99.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.02KNew |
$83.1K - $96K
|
1.02K
$95.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
994+ 549.17% |
$81K - $93.6K
|
1.18K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
893+ 6.22% |
$72.8K - $84.1K
|
15.2K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890+ 31.3% |
$72.5K - $83.8K
|
3.73K
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
886+ 3.14% |
$72.2K - $83.4K
|
29.1K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
874+ 8.93% |
$71.2K - $82.3K
|
10.7K
$995K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
825+ 3.24% |
$67.2K - $77.7K
|
26.3K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
800New |
$65.2K - $75.3K
|
800
$74.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
700+ 8.4% |
$57.1K - $65.9K
|
9.03K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
648New |
$52.8K - $61K
|
648
$60.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
635+ 24.22% |
$51.8K - $59.8K
|
3.26K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
611+ 12.39% |
$49.8K - $57.5K
|
5.54K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.33% |
$48.9K - $56.5K
|
182K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
541+ 12.03% |
$44.1K - $50.9K
|
5.04K
$470K
|